Why Unified Interface is now the Mainline Experience for Dynamics 365 Online
The responsive Dynamics 365 Unified Interface was introduced in v9.0 and this is now the only interface for Dynamics 365 mobile apps and the Dynamics app for Outlook. It is also the default experience for new instances.
Currently though, most existing users continue to experience Dynamics within the classic web interface from desktop computers.
That’s because critical gaps existed between the old and new interfaces where some familiar Dynamics processes and functions weren’t available within the new interface which proved an obvious barrier to adoption. These gaps have now largely closed through subsequent Microsoft updates and as a result Dynamics administrators are increasingly looking to explore and enable the new interface.
Microsoft’s goal is to make the Unified Interface the only client interface across all Dynamics 365 customer engagement apps and it is no longer investing in new features for the legacy web interface.
As new capabilities are continually being added to the new interface which aren't available in the classic web UI the legacy interface is now falling behind.
Today, the legacy and new interfaces co-exist but at some future point Microsoft will switch off this side by side arrangement and migrate all Dynamics instances to the Unified Interface.
Following the recent improvements made to the Unified Interface, Microsoft says this now offers the 'mainline' experience.
While the new UI is not automatically the best solution for every customer scenario at the current time in many instances it does better support users through additional controls and extended capabilities that aren't possible using the classic web UI.
To demonstrate its benefits, in our recent webinar we shared 8 reasons to move to the Unified Interface now.
These highlights included:
- Mobile-friendly custom controls for dials, switches and other controls for forms and guided process flows
- More efficient display of guided process flows including controls to pin / dock processes that keeps important detail on screen when scrolling through a record
- Embed full Power BI dashboards within Dynamics 365 to discover new insights
- Embedding canvas PowerApps within Dynamics 365 forms to add new capabilities, create rich visual areas and connect and display data from hundreds of data sources
- Flattened timeline replaces the social pane to show all record activity detail in a single pane with filter controls across record types and date ranges
- Quickly access contextual entities through a dynamic related entities tab
- Office style profile cards show key detail about users and contacts stored in the Common Data Service from any Dynamics 365 lookup field that references these records
- Better display of fields enables more record detail to be shown on screen
- Tighter integration with Sales Navigator within records helps users surface LinkedIn detail through contextual insights
- Increased visibility of AI-driven relationship assistant insights across contacts, leads and opportunities to prompt user action
Watch the recorded presentation now...
Migrating to the Unified Interface
Enabling the Unified Interface should be carefully planned to understand the impact of this implementing within a Dynamics 365 environment and how best to utilize its capabilities.
Preact offers consultancy to support administrators through this process as well as training for the management of the Unified Interface.
Contact us to find out more about the new UI and how this can be effectively implemented within your organisation.